Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®
501 N Sanders St, Helena, MT
59601, United States
Hours
Reviews
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- RBRachel BurchardDec 23, 20225.0I’ve been working with Erin for a number of years now. Not only is she knowledgeable & good at what she does, but she also is honest, kind, and a joy to work with. If you are looking for a financial advisor, I would highly recommend Erin!
- CBcj beecherApr 26, 20215.0Simply the best! I've been working with Erin for about a year now. Previously I used a robo-financial advisor. It was fine, but I always felt like I was flying a little blind. Working with Erin has been the exact opposite! I feel like I can sit back, relax, and enjoy the flight. She focuses on financial education, offers resources for clients to do their own research, and has a strong understanding of the financial markets (historical and contemporary). She's always willing to answer questions, run scenarios, and deeply cares about my long term financial success.
- TBTravis BrownMar 2, 20215.0Super helpful and very knowledgeable! She is a master at planing and budgeting for retirement!
Frequently Asked Questions About Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®
What are the main financial services offered by Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®?
The main financial services offered include personalized investment services, retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and financial advising through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Erin E Bradshaw, CFP® located?
The office is located at 501 N Sanders St, Suite 102, Helena, MT 59601, United States.
What are the office hours for Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I schedule an appointment with Erin E Bradshaw, CFP®?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/erin-bradshaw/contact/ or by calling +1 406-558-2473.
Is there an app available to manage my Edward Jones investments?
Yes, Edward Jones offers both Android and iOS apps to manage your investments. You can download them from the Google Play Store or the Apple App Store respectively.
What languages are spoken at Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®?
Services are provided in English.
What nearby places can I visit after my appointment at Edward Jones?
After your appointment, you can visit the nearby Papa Murphy's Take 'N' Bake Pizza for a meal, or enjoy a coffee at Capital City Nutrition. For shopping, Montana Flag and Pole is close by.
Are there any nearby travel services to help plan my trip before visiting Edward Jones?
Yes, Flathead Travel Service is nearby and can assist you with travel planning and arrangements.
If I need security services near Edward Jones, where can I find them?
DIS Technologies, a security services provider, is located near Edward Jones for your security service needs.
What are some healthcare options near Edward Jones - Financial Advisor: Erin E Bradshaw, CFP®?
Nearby healthcare options include Miller Family Dentistry and Kevin E Miller DDS if you need dental services, as well as A-Plus HealthCare for home health care services.